+636.2%
ADI vs WM
+329.9%
+306.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.5% |
| 7D | -6.3% | +1.2% | -7.5% | -6.9% |
| 30D | -3.2% | +13.7% | -16.8% | -9.0% |
| 3M | +2.8% | +5.2% | -2.5% | -0.2% |
| 6M | -5.0% | +11.2% | -16.2% | -11.3% |
| YTD | +46.3% | +9.4% | +36.9% | +37.0% |
| 1Y | +71.6% | +20.4% | +51.3% | +52.6% |
| 3Y | +139.2% | +44.7% | +94.5% | +86.7% |
| 5Y | +136.4% | +58.5% | +77.9% | +71.8% |
| 10Y | +636.2% | +326.4% | +309.9% | +187.5% |
| All | +636.2% | +329.9% | +306.4% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling